U.S. Equity Strategy Weekly
Breadth is waning – there’s no question about that. Yet selling appears to be discriminate, so far, as if there’s a reason behind which stocks get...
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Field Trip Series: Viva Vegas (Including Implications for Macau Gaming)
Our field trip to Las Vegas suggests a vibrant, lively entertainment city. Downtown Las Vegas, not the Strip, is the key positive surprise in that...
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If Japan Drops the Casino Ball, Vietnam Is Ready to Run with It Faster than Many Observers Think
Vietnam's new Decree #3, while not perfect, clarifies and encourages IR investment that aims to bring minimum $2 billion investors into the...
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Macau Gaming Update: July GGR Off to a Strong Start
This week, the Macau gaming stocks were under pressure due to 1) a miss of the monthly GGR growth expectation in June (up 26% year-over-year vs....
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The Week that Was in Greater China @Smartkarma: Ford UnFocused, Personal Mobility, Wynn-Ing in Macau
This is the 7th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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